Kingswood Wealth Advisors’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,939	Closed	-$278K	–	812
2024 Q3	$278K	Sell	3,939 -262	-6%	-$18.5K	0.02%	598
2024 Q2	$250K	Buy	4,201 +265	+7%	+$15.8K	0.02%	578
2024 Q1	$237K	Hold	3,936	–	–	0.03%	545
2023 Q4	$229K	Buy	+3,936	New	+$229K	0.03%	546